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⚲
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| Retirable Inc
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|
|---|---|
| CRD # | 307472 |
| SEC # | 801-118535 |
| CIK # | 0001802330 |
| AUM | $130.6 M (2025-04-18) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 833-222-1807 |
| Address | 41 E 11th Street New York, NY 10003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,190 | 85.7 |
| (b) Individuals (high net worth individuals) | 206 | 45.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,396 | 130.6 |
| By Discretionary | ||
| Discretionary | 1,396 | 130.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,396 | 130.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.6 | |
| Total | 1,396 | 130.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001802330] |
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|---|---|---|
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Sherman Asset Management Inc
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|
CA | 0.1 |
|
Retiremitten Financial LLC
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MI | 0.1 |
|
Chapman & Chapman Advisors LLC
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OH | 0.1 |
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Indfin LLC
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0.1 | |
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Polaris Financial Planning LLC
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0.1 | |
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Veritas Independent Partners LLC
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Integrity RIA LLC
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LA | 0.1 |
|
Jack V Butterfield Investment Company
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MI | 0.1 |
|
Karani Asset Management LLC
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|
NY | 0.1 |
|
Lewinter Wealth Advisors LLC
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|
0.1 |